NUMV icon

Nuveen ESG Mid-Cap Value ETF
NUMV

Overview Fund Activity

116 hedge funds and large institutions have $298M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
39
Reduced
40
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$9.84M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$6.1M
3
Bank of America
3
Bank of America
North Carolina
$10.9M
4
RJA
4
Raymond James & Associates
Florida
$15.5M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$2.41M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$49M
2
SFS
2
Sowell Financial Services
Arkansas
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$240K
5
APP
5
Avantax Planning Partners
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WWA
26
WCG Wealth Advisors
Nevada
$1.47M 40,014 +3 +0%
RCG
27
Regatta Capital Group
California
$1.36M 36,873 -4,154 -10%
OWM
28
Opes Wealth Management
California
$1.15M 31,255 +1,000 +3%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.04M 28,280 – –
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$1.01M 27,503 -1,072 -4%
HWA
31
Heritage Wealth Advisors
Virginia
$1M 27,186 +122 +0.5%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$974K 26,430 +423 +2%
Mariner
33
Mariner
Kansas
$970K 26,342 +6,856 +35%
WP
34
WealthShield Partners
North Carolina
$901K 24,450 -353 -1%
RWP
35
Revolve Wealth Partners
New Jersey
$886K 24,056 +1,528 +7%
CAM
36
Cresset Asset Management
Illinois
$850K 23,083 -2,340 -9%
RFA
37
RTD Financial Advisors
Pennsylvania
$835K 22,673 +6,202 +38%
AA
38
Addison Advisors
Vermont
$772K 20,967 +1,055 +5%
NA
39
NewEdge Advisors
Louisiana
$753K 20,452 +3,442 +20%
Osaic Holdings
40
Osaic Holdings
Arizona
$750K 20,371 -5,510 -21%
CA
41
Carson Advisory
Georgia
$721K 19,570 – –
PFBT
42
Parkside Financial Bank & Trust
Missouri
$717K 19,471 -1,201 -6%
FWM
43
Fingerlakes Wealth Management
New York
$698K 18,941 -32 -0.2%
RW
44
RVW Wealth
California
$695K 18,877 +16 +0.1%
CB
45
Commerce Bank
Missouri
$686K 18,620 -1,630 -8%
CCM
46
Coldstream Capital Management
Washington
$666K 18,065 – –
Stifel Financial
47
Stifel Financial
Missouri
$639K 17,346 -37 -0.2%
NCM
48
Neumann Capital Management
California
$546K 14,810 – –
CTC
49
Central Trust Company
Missouri
$545K 14,804 +541 +4%
WT
50
Whittier Trust
California
$465K 12,633 – –
1
2
3 4 5